Sugarloaf Wealth Management’s Axon Enterprise AXON Stock Holding History

Sugarloaf Wealth Management’s Portfolio AXON Stock Details AXON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$304K	Sell	511 -42	-8%	-$22.8K	0.06%	125
2024 Q3	$221K	Hold	553	–	–	0.04%	153
2024 Q2	$163K	Hold	553	–	–	0.03%	178
2024 Q1	$173K	Hold	553	–	–	0.04%	169
2023 Q4	$143K	Hold	553	–	–	0.03%	186
2023 Q3	$110K	Hold	553	–	–	0.03%	198
2023 Q2	$108K	Buy	553 +1	+0.2%	+$207	0.03%	198
2023 Q1	$124K	Sell	552 -1	-0.2%	-$199	0.03%	182
2022 Q4	$91.7K	Sell	553 -59	-10%	-$9.33K	0.02%	206
2022 Q3	$71K	Hold	612	–	–	0.02%	239
2022 Q2	$57K	Hold	612	–	–	0.01%	263
2022 Q1	$84K	Hold	612	–	–	0.02%	211
2021 Q4	$96K	Hold	612	–	–	0.02%	205
2021 Q3	$107K	Hold	612	–	–	0.03%	183
2021 Q2	$108K	Hold	612	–	–	0.03%	178
2021 Q1	$87	Hold	612	–	–	0.03%	205
2020 Q4	$75K	Hold	612	–	–	0.03%	204
2020 Q3	$56K	Sell	612 -100	-14%	-$8.7K	0.02%	223
2020 Q2	$70K	Hold	712	–	–	0.03%	197
2020 Q1	$50K	Buy	712 +100	+16%	+$7.49K	0.02%	221
2019 Q4	$45K	Buy	+612	New	+$38.7K	0.02%	262

Other funds holding AXON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sugarloaf Wealth Management's AXON Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Axon Enterprise (AXON) stake by 7.6% in Q4 2024, selling an estimated $22.8K and leaving 511 shares worth $304K. The position accounts for 0.06% of the portfolio, ranked #125.

Sugarloaf Wealth Management first reported a position in AXON in Q4 2019 and has held it in 21 quarters since. 1,058 funds tracked by Wall St. Rank hold AXON as of Q4 2024.

Sugarloaf Wealth Management held 511 shares of Axon Enterprise worth $304K as of Q4 2024.
Sugarloaf Wealth Management sold 42 Axon Enterprise shares in Q4 2024, an estimated $22.8K.
Axon Enterprise made up 0.06% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #125 holding.
Sugarloaf Wealth Management first reported a position in Axon Enterprise in Q4 2019 and has held it in 21 quarters since.
1,058 funds tracked by Wall St. Rank held Axon Enterprise as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.